Pamela and all, I think that article raises an interesting point. I have, I'm sure like many others on this thread, been focusing on WCII in the fixed wireless area. Should we be considering NXLK, (half the mkt cap of WCII and TGNT) with an open mind and is there anyone out there that can build a case for owning NXLK and TGNT instead of, or in addition to WCII. WCII's main advantage is that they have a lead to mkt of at least 12-18 months (and maybe more over TGNT) and slightly deeper pockets with the Lucent financing.
However, NXLK has a great leadership team at the very top, is concentrating on large mkts just like WCII, and has a huge spectrum inventory, one that dwarfs TGNT, and competes if not exceeds WCII's.
WCII is a sick stock right now (which Mr. Grandpa Bowen has correctly distinguished in the past from company performance and execution) and NXLK is now mentioned in every article on BBFW.
If you were a new investor to this area and had to choose where to put your money today, wouldn't it be very reasonable to place most of it with NXLK?
Just some thoughts from a disgruntled WCII long,
best regards, Brian |
